Scorecard Defaults Selection

Use

You can set certain defaults for a context or template. For the purpose of this discussion, the references to contexts include contexts and templates.

Prerequisites

To use the Use Measure Type Dimensions dropdown list, the model has a Type dimension.

The strategy management administrator or context administrator (a user assigned to a role with permission to create contexts) has created a context. For more information, see Contexts.

You are a strategy management administrator or a scorecard administrator (a user assigned to a role with permission to create scorecards). If Start of the navigation path Context Management Next navigation step Manage Scorecards End of the navigation path is unavailable to you, it means you do not have the correct permissions.

Features

You can do the following to set scorecard defaults:

Select a context or template to work with the scorecard defaults for that context or template.

If you set defaults for a template, all new template-based contexts acquire the defaults. All existing template-based contexts acquire the defaults if you click Propagate.
Change the model connection for this context using the Model Connection dropdown list.

Note
When the context administrator created the context, that administrator specified the model connection to use. If you have not added KPIs to the context yet, you can change the model connection

The Model Connection you specify is the key link between the context, the model, context roles, and model users. Information from the model is used for the KPI data. It also controls which users can access the data associated with the model. For more information, see Relationship Between Users, Roles, Model Connections, and Contexts.
Specify the minimum periodicity for the KPI's measures using the Minimum Periodicity dropdown list.
If you want the context to apply data from only one aspect of a dimension rather than the total dimension, you can filter the data for the context using Edit Filters.

For example, say you have a Territory dimension that contains data for Asia, Emerging Markets, Europe, and North America. By default, the context contains information about all territories. You want to create a context for each territory, and then filter each context by the data for the appropriate territory. You create a North America context and filter it by the North America member of the Territory dimension. Then you create an Asia context and filter it by the Asia member of the Territory dimension.

For more information, see Filtering the Scorecard View by Dimension Members.

Users can override the filter in the Scorecard tab of the application by clicking Dimension Filters.
If you set filters, you can reset the filters to their original values by clicking Reset Filters. Information displayed in the application is reset to represent all the top levels of dimensions. For example, if you are currently filtering a scorecard by the Europe territory of the Territory dimension, you can reset the scorecard so that the information represents all territories.
If the model has a Type dimension, you can specify a Type dimension with Use Measure Type Dimension. This allows you to use Forecast or Benchmark information in the Scorecard tab instead of Target information. The current member of the dimension replaces all instances of the target value in the Scorecard tab. Depending on how your implementation is set up, the Use Measure Type Dimension dropdown list may be unavailable to you. For more information, see Actual to Non-Target Value Comparison in the Scorecard Tab.
Specify how to display KPIs with missing or null data in the Scorecard tab. You can display the KPI without the status indicator, or you can hide the entire KPI and status indicator.
Specify how to display objectives with missing or null data in the Scorecard tab. You can hide the objective and status indicator, display the objective without the status indicator, or display the objective with the status indicator. If you display the objective and status indicator, you specify which status to apply to the indicator.
Specify whether you want to allow additional Actual and Target columns in the Scorecard views of the Scorecard tab. The additional columns allow users to compare the current actual/target for the latest period with actual/target values from other time periods. For example, you can view actual/target for the latest quarter and also the previous quarter. You can add up to seven Actual and Target columns in addition to the Actual and Target columns for the latest period. Actual and target are a set. You cannot define just one column. For more information, see Specifying Additional Actual/Target Columns for Scorecards.

Activities

To set scorecard defaults, choose Start of the navigation path Context Management Next navigation step Manage Scorecards Scorecard Defaults End of the navigation path .